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YOUR CART

Estate Management Tools and Household Manuals

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estate management systems
If your household is in need of restructuring and you would like some estate management systems put in place, then we can help.

There are essentially three different tiers to consider:


(1) Customizable Excel spreadsheets and Word documents to make a three-ring binder (household manual) for at-a-glance reference of your resources;

(2) Software to digitally manage your systems and processes, which can include short and long-term training for a deeper understanding of the program's capabilities; 

(3) We also work with industry experts to install smart systems to run multiple estates from your phone, tablet or desktop computer. Additionally, we have partnerships with leading security consultants in the areas of personal protection, panic rooms, safe cores, luxury bunkers, and superyacht security. ​

Forms and contracts 

Just some of the forms we supply include but are not limited to:

  • Best practices for human resources 
  • Confidentiality agreements 
  • Policies and procedures for housekeepers 
  • Checklists for a variety of departments
  • Procedures for hiring/terminating employment
  • Domestic staffing job descriptions
  • Household policies for budgets & spending
  • Logs for special dates & time-off requests
  • Protocols for visitors and VIP guests  
  • Estate inventory & emergency procedures 
  • Policy for mobile phone use while at work
  • Checklists for start & end of day procedures
  • Car fleet insurance and maintenance 
  • Insurance contracts & certificates for vendors 
  • Protocols for meetings, special projects & events 

    Contact us with your wish list

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